Create invoices in InvoiceBerry for new leads in Interact
Save time and stay organized by automating your invoicing process for new leads with this Interact-InvoiceBerry workflow. When a new lead is added in Interact, an invoice is instantly created in InvoiceBerry, ensuring that your billing is accurate and up-to-date. Let this seamless integration manage your invoices, so you can focus on expanding your client base and growing your business.
Save time and stay organized by automating your invoicing process for new leads with this Interact-InvoiceBerry workflow. When a new lead is added in Interact, an invoice is instantly created in InvoiceBerry, ensuring that your billing is accurate and up-to-date. Let this seamless integration manage your invoices, so you can focus on expanding your client base and growing your business.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Invoice
Triggers when a new invoice is created.
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QuizRequired
Try ItNew Credit Note
Triggers when a new credit note is created.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItNew Quote
Triggers when a new quote is created.
Try It
New Client
Triggers when a new client is created.
Try ItNew Expense
Triggers when a new expense is created.
Try ItNew Item
Triggers when a new item is created.
Try ItCompany NameRequired
EmailRequired
Currency
Country
First Name
Last Name
Phone Number
Mobile Number
Street 1
Street 2
City
State
Zip Code
Tax Number
Tax Name
Notes